FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.29%
This Quarter Est. Return
1 Year Est. Return
+6.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.25%
2 Financials 11.92%
3 Technology 7.35%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$212K 0.03%
+339
352
$212K 0.03%
9,988
-565
353
$209K 0.03%
4,786
-94
354
$207K 0.03%
+4,731
355
$207K 0.03%
+3,732
356
$207K 0.03%
5,102
-3,500
357
$206K 0.03%
2,486
+16
358
$206K 0.03%
+10,010
359
$205K 0.03%
3,080
-2,000
360
$202K 0.03%
+4,743
361
$202K 0.03%
+4,821
362
$201K 0.03%
+12,898
363
$197K 0.03%
11,309
+986
364
$185K 0.03%
47,500
365
$184K 0.03%
+33,081
366
$183K 0.03%
+17,990
367
$183K 0.03%
+7,672
368
$178K 0.03%
+141,026
369
$169K 0.02%
12,021
-37,729
370
$167K 0.02%
11,938
371
$160K 0.02%
+2,500
372
$154K 0.02%
3,000
373
$153K 0.02%
10,433
-3,015
374
$151K 0.02%
13,166
375
$142K 0.02%
4,700
13 14
15
16 17